Achmea Investment Management’s UDR UDR Stock Holding History

Achmea Investment Management’s Portfolio UDR Stock Details UDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-541	Closed	-$23K	–	624
2023 Q2	$23K	Hold	541	–	–	﹤0.01%	620
2023 Q1	$22K	Hold	541	–	–	﹤0.01%	595
2022 Q4	$20K	Sell	541 -11,920	-96%	-$471K	﹤0.01%	615
2022 Q3	$520K	Hold	12,461	–	–	0.02%	477
2022 Q2	$574K	Hold	12,461	–	–	0.02%	472
2022 Q1	$715K	Buy	+12,461	New	+$707K	0.02%	493
2021 Q4	–	Sell	-12,461	Closed	-$661K	–	597
2021 Q3	$661K	Buy	+12,461	New	+$666K	0.02%	497

Other funds holding UDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Achmea Investment Management's UDR Position: Q3 2023 in Review

Achmea Investment Management sold out of UDR (UDR) in Q3 2023, closing a stake of 541 shares — an estimated $23K sold.

Achmea Investment Management first reported a position in UDR in Q3 2021 and held it in 7 quarters. The position peaked at $715K in Q1 2022. 448 funds tracked by Wall St. Rank hold UDR as of Q3 2023.

Achmea Investment Management reported no remaining UDR position as of Q3 2023 after selling out during the quarter.
Achmea Investment Management sold 541 UDR shares in Q3 2023, an estimated $23K.
Achmea Investment Management first reported a position in UDR in Q3 2021 and held it in 7 quarters.
Achmea Investment Management's UDR position peaked at $715K in Q1 2022.
448 funds tracked by Wall St. Rank held UDR as of Q3 2023.

Based on Achmea Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.